|
26
|
Peterson Wealth Advisors
Orem,
Utah
|
$11.7M
|
+$938K
|
+38,186
|
+9%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$11.7M
|
+$7.75M
|
+315,282
|
+253%
|
|
|
28
|
M Holdings Securities
Portland,
Oregon
|
$11.6M
|
-$337K
|
-13,710
|
-3%
|
|
|
29
|
Matrix Trust Company
Denver,
Colorado
|
$11.4M
|
+$10.6M
|
+430,146
|
New
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
+$1.98M
|
+80,523
|
+24%
|
|
|
31
|
Private Advisor Group
Morristown,
New Jersey
|
$9.63M
|
+$2.17M
|
+88,371
|
+32%
|
|
|
32
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$9.01M
|
-$270K
|
-10,976
|
-3%
|
|
|
33
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.34M
|
-$165K
|
-6,724
|
-2%
|
|
|
34
|
Good Life Advisors
Reading,
Pennsylvania
|
$7.87M
|
+$1.46M
|
+59,258
|
+25%
|
|
|
35
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$7.86M
|
+$318K
|
+12,941
|
+5%
|
|
|
36
|
Spinnaker Trust
Portland,
Maine
|
$7.59M
|
+$7.02M
|
+285,577
|
New
|
|
|
37
|
Larson Financial Group
St Louis,
Missouri
|
$7.53M
|
+$292K
|
+11,899
|
+4%
|
|
|
38
|
|
$7.46M
|
+$1.98M
|
+80,522
|
+40%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$6.87M
|
+$3.46M
|
+140,679
|
+119%
|
|
|
40
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.85M
|
-$1.31M
|
-53,178
|
-18%
|
|
|
41
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$6.38M
|
+$1.84M
|
+74,916
|
+47%
|
|
|
42
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$6.32M
|
+$1.38M
|
+56,310
|
+30%
|
|
|
43
|
Allen Capital Group
Grand Island,
Nebraska
|
$5.88M
|
+$162K
|
+6,575
|
+3%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.73M
|
-$1.87M
|
-75,996
|
-26%
|
|
|
45
|
Vivaldi Capital Management
Chicago,
Illinois
|
$5.48M
|
+$543K
|
+22,105
|
+14%
|
|
|
46
|
Windsor Capital Management
Phoenix,
Arizona
|
$5.11M
|
+$754K
|
+30,673
|
+19%
|
|
|
47
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$4.86M
|
+$468K
|
+19,053
|
+12%
|
|
|
48
|
Alexandria Capital
Arlington,
Virginia
|
$4.55M
|
+$2.6M
|
+105,654
|
+161%
|
|
|
49
|
AE Wealth Management
Topeka,
Kansas
|
$4.22M
|
-$26.2M
|
-1,067,414
|
-87%
|
|
|
50
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$3.97M
|
+$463K
|
+18,859
|
+15%
|
|
